RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,059 $522K 0.01% -1,601 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,021 $512K 0.3% +5 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,011 $510K 0.36% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,010 $510K 0.21% 0 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,000 $507K 0.07% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,000 $507K 0.16% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,988 $504K 0.01% -175 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,982 $502K 0.3% -100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,974 $501K 0.02% +178 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,973 $500K 0.06% +21 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,001 $499K 0.03% +16 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,969 $499K 0.35% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,960 $497K 0.41% +1 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,956 $496K 0.04% +496 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,954 $495K 0.01% +1,100 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,952 $495K 0.26% -233 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,947 $494K 0.19% -44 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,939 $492K 0.2% -69 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,934 $490K 0.07% +264 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,928 $489K 0.02% +584 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,922 $487K 0.05% -279 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,921 $487K 0.04% -828 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,915 $487K 0.22% +886 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,919 $487K 0.02% +208 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,906 $483K 0.01% +592 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,904 $483K 0.01% +434 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,901 $482K 0.06% +218 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,890 $481K 0.02% +160 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,890 $479K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,889 $479K 0.02% +668 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,886 $478K 0.02% -34,902 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,880 $477K 0.09% +1 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,873 $475K 0.06% -855 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,869 $474K 0.03% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,895 $473K 0.01% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,862 $472K 0.21% +63 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,855 $470K 0.1% -150 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,853 $470K 0.08% -21 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,846 $469K 0.02% +253 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,845 $469K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,834 $465K 0.05% -130 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,829 $464K 0.12% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,825 $463K 0.13% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,813 $460K 0.02% -171 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,811 $459K 0.09% -90 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,924 $458K 0.2% -108 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,805 $458K 0.04% -315 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,795 $455K 0.02% -1,474 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,800 $455K 0.01% 0 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,786 $453K 0.26% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,783 $452K 0.12% +387 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,765 $447K 0.03% -6 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,761 $446K 0.08% -133 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,760 $446K 0.48% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,753 $444K 0.13% +1 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,750 $444K 0.37% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,738 $441K 0.03% +494 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,736 $440K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,714 $435K 0.02% -78 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,695 $430K 0.01% +230 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,695 $430K 0.12% -54 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,686 $427K 0.29% +250 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,680 $426K 0.17% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,671 $424K 0.03% -55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,667 $423K 0.01% +480 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,657 $420K 0.03% +9 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,651 $419K 0.02% +780 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,643 $417K 0.06% +272 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,639 $416K 0.06% -3 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,634 $414K 0.05% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,610 $408K 0.01% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,595 $404K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,594 $404K 0.03% +1,593 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,585 $402K 0.01% -40 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,575 $399K 0.01% +162 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,570 $398K 0.03% -14 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,559 $395K 0.01% +504 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,549 $393K 0.11% +244 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,538 $390K 0.03% +1 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,534 $390K 0.34% -110 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,534 $389K 0.04% +35 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,533 $389K 0.02% -113 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,519 $385K 0.01% +17 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,500 $381K 0.05% new 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,504 $381K 0.09% -1,637 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,500 $380K 0.02% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,500 $380K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,500 $380K 0.25% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,500 $380K 0.03% -100 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,485 $377K <0.01% +12 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,473 $373K 0.02% +139 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,463 $371K 0.17% -3,107 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,455 $369K 0.11% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,451 $369K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,453 $368K 0.03% -26 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,451 $368K 0.45% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,449 $367K 0.01% +40 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,445 $366K 0.08% -494 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,441 $365K 0.03% -87 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,436 $364K -2,835 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,429 $362K 0.02% +504 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,426 $361K 0.07% +22 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,425 $361K 0.06% +847 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,423 $361K 0.03% +336 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,420 $360K <0.01% 0 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,420 $360K 0.15% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,418 $360K 0.08% -523 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,415 $359K 0.19% -284 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,410 $357K 0.01% -8,847 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,409 $357K 0.01% -221 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,408 $357K 0.02% -94 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,387 $352K 0.19% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,387 $352K 0.19% -62 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,375 $349K 0.04% -213 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,370 $347K <0.01% -40 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,363 $346K 0.03% +64 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,361 $345K 0.13% -270 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,357 $345K 0.03% +20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,358 $344K 0.03% -48 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,351 $342K 0.02% -1,612 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,339 $339K <0.01% -1,347 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,331 $337K 0.17% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,330 $337K 0.03% -158 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,327 $336K 0.04% +3 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,323 $335K 0.01% +293 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,316 $334K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,319 $334K 0.05% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,318 $334K 0.02% -40 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,310 $332K 0.15% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,309 $332K 0.14% new 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,296 $329K 0.04% -60 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,288 $327K <0.01% -131 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,288 $327K 0.57% -56 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,275 $324K 0.04% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,272 $322K 0.01% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,267 $322K 0.03% -620 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,270 $322K 0.34% -2,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,263 $320K 0.03% -11 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,262 $320K 0.03% +77 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,260 $319K 0.02% -1,477 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,260 $319K 0.18% +10 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,260 $319K 0.04% new 13F-HR/A Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,257 $319K 0.08% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,256 $318K 0.15% -309 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,252 $317K 0.07% +663 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,250 $317K 0.05% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,244 $315K 0.01% +27 13F-HR Timeline Group CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,243 $315K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,241 $315K 0.05% +303 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,227 $311K 0.11% -5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,222 $311K 0.17% -55 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,217 $309K 0.09% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,207 $306K 0.1% +7 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,193 $302K 0.02% -93 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,191 $302K 0.04% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,188 $301K 0.07% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,188 $301K 0.1% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,187 $301K 0.03% +137 13F-HR/A Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,186 $301K 0.12% +119 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,184 $300K 0.04% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,174 $298K 0.02% -24 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,171 $297K 0.05% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,170 $297K 0.05% +43 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,170 $297K 0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,161 $294K 0.12% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,151 $292K 0.03% +6 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,151 $292K 0.01% -1,247 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,150 $292K 0.01% -300 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,148 $291K 0.01% -173 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,147 $291K 0.01% -1,730 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,145 $290K 0.06% +4 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,144 $290K 0.01% -175 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,144 $290K 0.02% -1,212 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,142 $290K 0.04% -3,079 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,141 $289K 0.17% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,214 $289K 0.1% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,137 $288K 0.01% +197 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,134 $287K 0.03% -342 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,134 $287K 0.24% -1,000 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,129 $286K 0.01% +3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,123 $285K 0.01% -364 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,121 $284K 0.01% new 13F-HR/A Timeline CMC Financial Group More: the full row for CMC Financial Group 1,121 $284K 0.64% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,116 $283K 0.02% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,111 $282K 0.03% -420 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,110 $281K 0.08% -51 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,110 $281K 0.06% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,109 $281K 0.06% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,107 $281K 0.03% -594 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,105 $280K 0.16% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,102 $279K 0.02% -4,173 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,100 $279K 0.06% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,098 $278K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,098 $278K 0.02% +404 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,092 $277K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,092 $277K 0.02% -27 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,090 $276K 0.03% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,088 $276K 0.18% +288 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,085 $275K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,080 $274K 0.13% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.